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QQQ: Invesco QQQ Trust (ETF)
Basic Info 515.29 5.55(1.09%) December 02
| Asset Class: | Large Growth |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 03/10/1999 |
| Last Dividend Date: | 09/23/2024 |
| 12-Mo. Yield | 0.78% |
| Expenses | 0.20% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/10/1999 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 26.4 | 33.4 | 9.6 | 20.9 | 18.2 | 18.9 | 14.6 | 10.1 | 54.9 | -32.6 | 27.4 | 48.4 | 39.0 | -0.1 | 32.7 | 7.1 | 9.4 | 19.7 | 36.6 | 18.1 | 3.5 | 20.1 | 54.7 | -41.7 | 19.0 | 7.1 | 1.6 | 10.5 | 49.7 | -37.4 | -33.3 | -36.4 | 78.9 |
| Sharpe Ratio | NA | 1.16 | 1.44 | 0.22 | 0.71 | 0.75 | NA | NA | 0.32 | 2.87 | -1.06 | 1.5 | 1.34 | 2.32 | -0.06 | 3.12 | 0.43 | 0.53 | 1.42 | 3.0 | 1.19 | 0.15 | 1.04 | 2.14 | -1.07 | 0.89 | 0.25 | -0.05 | 0.56 | 1.99 | -0.93 | -0.66 | -0.69 | 3.22 |
| Draw Down(%) | NA | 13.6 | 13.6 | 35.1 | 35.1 | 35.1 | NA | NA | 83.0 | 10.8 | 34.8 | 10.9 | 28.6 | 11.0 | 22.8 | 4.9 | 13.9 | 13.9 | 8.2 | 5.8 | 11.6 | 16.1 | 15.6 | 18.3 | 50.0 | 11.4 | 17.3 | 13.1 | 15.8 | 12.2 | 51.9 | 58.4 | 52.7 | 11.9 |
| Standard Deviation(%) | NA | 17.9 | 17.4 | 23.8 | 25.6 | 21.8 | NA | NA | 27.2 | 17.8 | 32.2 | 18.2 | 35.9 | 16.2 | 22.9 | 10.3 | 16.2 | 17.9 | 13.9 | 12.2 | 15.3 | 23.8 | 19.3 | 25.5 | 39.8 | 18.2 | 15.7 | 13.2 | 17.3 | 24.6 | 41.5 | 54.4 | 58.3 | 31.2 |
| Treynor Ratio | NA | 0.15 | 0.19 | 0.04 | 0.16 | 0.14 | NA | NA | 0.07 | 0.41 | -0.26 | 0.23 | 0.5 | 0.31 | -0.01 | 0.26 | 0.06 | 0.09 | 0.18 | 0.37 | 0.17 | 0.04 | 0.2 | 0.63 | -0.47 | 0.16 | 0.03 | -0.01 | 0.07 | 0.39 | -0.28 | -0.17 | -0.2 | 0.7 |
| Alpha | NA | -0.04 | -0.04 | -0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.06 | -0.05 | -0.02 | 0.09 | 0.0 | 0.03 | 0.02 | -0.02 | 0.03 | 0.02 | 0.02 | 0.0 | 0.01 | 0.02 | 0.09 | -0.05 | 0.05 | -0.05 | -0.01 | -0.01 | 0.04 | -0.03 | 0.0 | -0.04 | 0.2 |
| Beta | NA | 1.35 | 1.34 | 1.29 | 1.12 | 1.13 | NA | NA | 1.18 | 1.25 | 1.29 | 1.22 | 0.97 | 1.23 | 1.27 | 1.22 | 1.13 | 1.09 | 1.12 | 0.99 | 1.1 | 0.96 | 1.01 | 0.87 | 0.91 | 0.99 | 1.41 | 1.11 | 1.33 | 1.27 | 1.36 | 2.11 | 2.06 | 1.45 |
| RSquared | NA | 0.9 | 0.89 | 0.91 | 0.86 | 0.86 | NA | NA | 0.71 | 0.85 | 0.94 | 0.77 | 0.87 | 0.9 | 0.9 | 0.62 | 0.84 | 0.89 | 0.84 | 0.8 | 0.84 | 0.9 | 0.89 | 0.86 | 0.87 | 0.76 | 0.82 | 0.75 | 0.73 | 0.77 | 0.72 | 0.69 | 0.61 | 0.66 |
| Yield(%) | N/A | 0.5 | 0.8 | 0.6 | 1.0 | 1.6 | 3.1 | 2.7 | N/A | 1.0 | 0.5 | 0.5 | 0.6 | 1.0 | 0.9 | 1.1 | 1.1 | 1.1 | 1.7 | 1.3 | 1.5 | 0.9 | 1.0 | 0.7 | 0.3 | 0.3 | 0.3 | 0.3 | 1.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -20.7 | 39.8 | 57.7 | 54.9 | 243.6 | N/A | N/A | N/A | 18.5 | 26.6 | 25.4 | -14.8 | 12.5 | 8.2 | 3.7 | 13.6 | -24.0 | 62.7 | 8.5 | 60.7 | 14.0 | 116.9 | 50.0 | -3.5 | 8.3 | -2.9 | -64.1 | 2607.1 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/1999
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